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Lead Loader: Reset Duplicate Lead to NEW

PostPosted: Mon Oct 22, 2018 9:26 am
by Acidshock
Would be a nice feature to have the lead loader reset a duplicate lead to NEW and reset it's called count. This would be very useful for collection campaigns where you don't necessarily want to load a lead twice. Sometimes people have an account pay. Then go delinquent again.

Re: Lead Loader: Reset Duplicate Lead to NEW

PostPosted: Mon Oct 22, 2018 9:27 am
by Acidshock
Whoops. Think I should of posted this in dev and accidentally posted into features.

Re: Lead Loader: Reset Duplicate Lead to NEW

PostPosted: Mon Oct 22, 2018 5:52 pm
by williamconley
Update Lead is an option if you use the API to load leads. So collect your rejections and push them to the API to update the status to NEW.

On the other hand, having update options in web lead loader would probably be useful, too. ;)

Re: Lead Loader: Reset Duplicate Lead to NEW

PostPosted: Thu Nov 15, 2018 6:57 am
by roger.milligan
I've done this with MySQL database triggers on insert into vicidial_list that look for the same vendor_lead_code & phone_number combo and update an existing lead rather than creating a duplicate. Site had 44 million leads in their Vici and doing this brought it down to 2 million! This also means that all the call history is linked to the same lead record which is so much easier for seeing past activity.

I can share my detailed logic if anyone wants to do the dev.